TITLE : Finding Individual Funders: the art of successful research
CITY : Washington , DC
DATE : Wednesday, May 20, 2009
TIME : 8:00 AM - 9:15 AM
PRICE : $ 65.00
Finding Individual Funders: the art of successful research

Are you looking to establish a major gifts component to your capital, annual, or planned giving campaign but wondering where to begin? Prospect research is an integral part of any well-rounded fund development plan and can make all the difference in boosting your average gift size, but it can be a daunting task for the uninitiated. Too often, there’s a lack of direction and more importantly, a lack of information. Learning how to describe your ideal donor, developing data mining skills, and devising a plan to cultivate donor relationships is the key to getting to “Yes.”

In this session, learn the basic prospect research building blocks:

- Project planning: what are you trying to find funding for?
- Profile your funders: what (and who) is a prospect?
- Prospect research tools: using web-based tools to identify eligible funders 
- Building a pool of potential prospects
- Prospect tracking: planning and recording significant interactions with potential funders

Attendees will leave this session convinced of the importance of prospect research and equipped with the fundamental tools needed to develop a successful plan for getting started.
Speakers for this session:

Robert J. Brennan
Executive Director
The Foundation for Physical Therapy

Bob Brennan is the Executive Director of the Foundation for Physical Therapy. His responsibilities include managing the day-to-day operations of the Foundation and raising funds to support the Foundation’s mission. Bob has over twenty-three years experience in financial development as a senior staff member and as a consultant. He began his career as a consultant serving clients such as Yale University, the American Red Cross and St. Louis University. He was the Foundation for Chiropractic Education and Research’s Director of Planned Giving and later moved to the Humane Society of the United States as the Director of Planned and Major Gifts. In 2000, he joined Aronson and Company to launch their philanthropic consulting practice and consulted with charitable organizations including: National Park Foundation, Wolf Trap and Landon School. Bob is a graduate of Mt. St. Mary’s University in Emmitsburg, Maryland.

Caroline Oblack
Director, Client Service
WealthEngine.com

With more than eight years non-profit experience, Caroline’s areas of specialty include best practices in healthcare fundraising, data integration strategies, and prospect research. Prior to WealthEngine, Caroline was a prospect research consultant and also worked in development for the American Red Cross – National Headquarters in Washington, DC and Rady Children’s Hospital Foundation in San Diego, California. Caroline currently serves as President of APRA-VA and is also a member of APRA International, ASAE, and AHP International. Caroline earned her Master of Education degree from Strayer University in Washington, DC and her Bachelor of Science degree in Educational Studies from University of Oregon in Eugene, Oregon.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Tuesday May 19, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Tuesday May 19, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:30 PM - 4:45 PM

$ 65.00

 Advanced

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:00 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM - 11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

12:30 PM - 1:45 PM

Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

3:00 PM - 3:30 PM

Wednesday May 20, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 125.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

 Advanced
Fundraising in the one-person development shop: making the most of a shoestring budget

1:45 PM - 5:00 PM

$ 125.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 65.00

 Intermediate


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